Investor's Resource - Madison, AL

Our partner in Huntsville is looking for a Client Service Representative. The Client Service Representative provides general support and assistance to clients and team advisors. They are the liaison between people and solutions serving as our on-site connector and a key “face” of the company. Their focus is to proactively assess situations to keep clients and team working together well.

The ideal candidate is highly motivated and enjoys working in a fast-paced office environment with a willingness to learn and grow as part of a financial team. Position requires attention to detail, excellent communication skills and strong organizational ability.


  • Make our clients feel valued by providing efficient and timely customer service.
  • Client Care which includes phone calls, customizing client portals, general client questions and working with clients to resolve issues.
  • Prepare financial documents including preparation for client meetings.
  • Open new accounts for clients
  • Handle service needs for life and long-term care insurance clients
  • Assist advisors in confirming and maintaining accuracy of client information in CRM
  • Process financial planning agreements
  • Conduct mass mailings and email marketing
  • Deliver and calculate annual survey (Net Promoter Score)
  • Assist with event planning for clients and/or other small group entertaining
  • Process videos for compliance and distribution
  • Prepare content for social media and maintain content calendar
  • Communicate with technology support as needed
  • Schedule wholesaler meetings with advisors
  • Manage appointments and other administrative responsibilities
  • Other practice management tasks as needed
  • Represent the firm professionally both inside and outside the office

Behavioral Attributes:

  • Develops and maintains positive working relationships with others.
  • Arrives to work each morning on time.
  • Actively shares ideas and information on firm roles, responsibilities and systems.
  • Admits to mistakes immediately and works quickly to resolve the issues.
  • Completes action items in a timely manner.
  • Maintains a high level of customer service and is passionate about meeting and assisting clients.
  • Takes pride in the achievement of team objectives.
  • Assists team members unprompted.
  • Manage their time effectively.
  • Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
  • Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.


  • Financial services experience preferred
  • Salesforce experience preferred
  • Superior organization skills and attention to detail
  • Ability to multi-task, prioritize effectively and be a self-starter
  • Strong written and oral communication skills
  • Experience in Microsoft Office, Word, Power Point, Outlook and Excel
  • Willingness and desire to learn new systems

Company Culture:

Investor’s Resource is a company whose culture is defined by team integrity, client-first service, and trusted relationships. As a result, each team member must possess an unyielding desire to exceed expectations and serve others the way we would want to be served. Being entrusted with our clients’ life savings means that every work activity and interaction must be highly ethical and professional, with activities completed correctly and efficiently the first time.